Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 791.8M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 4.6M | 775.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 633.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.2M | 546.8M | 2.2% |
| Income Fund of America | Mar 31, 2026 | 2.8M | 466.3M | 1.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 2.2M | 377.8M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.9M | 324.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.9M | 320.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.8M | 299.8M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Apr 30, 2026 | 1.4M | 240.3M | 1.0% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.